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  • May 9, 2013 at 6:11 p.m. #16375
    Harmony Management

      I give you mine in descending order: PG, BRK.B, CL, JNJ, KO for 50% of my portfolio.

      May 9, 2013 at 6:54 p.m. #16780
      Jerome
      Keymaster

        All the lines of my portfolio are more or less equivalent in terms of weight.

        10 May 2013 at 13:20 #16782
        birdienumnum

          Roche, Swissre, Vinci, Baloise, Alleghany Corporation

           

          My portfolio is very little concentrated since the first 5 lines represent approximately 11% of the total value.

          This also means that my TOP 5 changes frequently as individual stock prices fluctuate.

           

           

          10 May 2013 at 19:19 #16783
          Jerome
          Keymaster

            Roche, ABB, Novartis, Zurich and Phillip Morris (each 7-8% in the portfolio). My US positions are twice as numerous as the CH positions, but half as large.

             

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